苹果于2026年7月28日在美国正式推出Apple Upgrade设备租赁服务[1]。用户可按月支付费用租赁iPhone、iPad、Mac和Apple Watch等产品，租期可选12至36个月，期满后可选择归还、买断或升级[1]。其中iPhone月租起价为17.99美元，Apple Watch和部分iPad从11.99美元起，Mac从24.99美元起[1]。该服务由苹果与金融科技公司Klarna合作完成[1]。
这一举措反映了行业面临的新挑战。Counterpoint Research数据显示，2026年全球智能手机出货量预计同比下降近14%，IDC也预测智能手机出货量将下调13.9%[1]。在此背景下，苹果此举标志着从单次销售向长期生态关系管理的战略转变，通过降低消费者决策风险，为包括AI硬件在内的行业提供了促进产业成熟的新范式[1]。截至2025年底，苹果活跃设备安装量超过25亿台[1]，2026财年第二季度总营收达到1112亿美元，同比增长17%[1]。
Apple introduced Apple Upgrade, a device rental service, in the United States on July 28, 2026, in partnership with fintech company Klarna [1]. The service covers iPhone, iPad, Mac, and Apple Watch, allowing users to pay monthly rental fees for 12 to 36 months, with the option to return, purchase, or upgrade devices upon completion [1].
Pricing for the rental program starts at $17.99 per month for iPhone models, while Apple Watch and select iPad options begin at $11.99 monthly, and Mac devices start at $24.99 per month [1]. This strategic shift reflects Apple's transition from one-time sales toward building long-term ecosystem relationships with consumers [1]. The move comes as the global smartphone market faces headwinds, with Counterpoint Research projecting a near 14% year-over-year decline in global smartphone shipments in 2026, while IDC forecasts a 13.9% reduction [1].
Apple's installed base of active devices exceeded 2.5 billion units as of the end of 2025 [1]. In the second quarter of fiscal year 2026, Apple's total revenue reached $111.2 billion, representing a 17% year-over-year increase [1].
